3.1 File Adapter.

File Adapter

File adapter uses to integrate data from file to SFDC and from Salesforce to file. The File type that Agent support is CSV, XML, and Excel that can be integrated with their content. You can integrate file attachment into the attachment object. Create an adapter, User has to follow steps before it would skip eg. Creating Integration and Interface. To create a File Adapter, there are some steps that must be followed: Run Agent UI → Integration Wizard → Choose Integration → Choose existing interface.

Adapter Section: Choose Adapter Type (File) → Name Adapter.
Adapter Properties:

File type → Choose CSV/XML/Others
File Upload Mode → Choose CONTENT or FILE
Folder → Choose the folder (path to get the file/ files)
File Name → Choose the file name (a file name for the agent to query data from. If this the field is empty, it means the user has to select all files in the selected folder.
After Processing → Choose what you want to do with your file
Keep File → The file will keep in the folder.
Lock File → The file will lock.
Delete File → The file will delete.
Backup File → The file will back up in the other folder.
Backup Folder → The folder to keep the processed file. If you choose to backup your file, you have to input your folder name here.

Click “Test Source Connection” to test the connection to the specified folder and file.
Click Save.

–How to use File Adapter with Agent Control Board (old)? Since the user now completely understand; How to use File Adapter with, Agent Control Board, by hitting the upper link, now we understand the Architect of the Agent Control Board. [su_box title="Note" box_color="#2a8af0" title_color="#000000"]For Excel and CSV File, user can just do the same as XML File. But user only needs to change the file types, adapter, and its properties accordingly. [/su_box]